Wealth Management

Scale, succession driving wealth management consolidation

Merit Financial Advisors entered the Wisconsin market in August 2022 by acquiring Sheboygan Falls-based Mersberger Financial Group. The Georgia-based...

Wipfli reports 8% revenue growth for fiscal year

Wauwatosa-based accounting and business consulting firm Wipfli LLP reported net revenue of $590 million for its 2024 fiscal year,...
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